PlanSource
PlanSource is a web-based human resources and benefits administration company headquartered in Orlando, Florida. Founded in 2002, it provides a suite of technology solutions designed for small and medium-sized businesses to streamline benefits administration. Its flagship product automates various benefits transactions and connects with insurance carriers, simplifying the procurement and administration of employee benefits. In addition to its core benefits administration platform, PlanSource offers tools such as PlanSource HR, which allows benefits advisors to manage and communicate HR content, and PayAdvantage HR, an integrated system that combines benefits administration with payroll and content management. By unifying data and facilitating communication among brokers, employers, and employees, PlanSource aims to enhance employee engagement and improve the overall experience of managing benefits programs. As of January 2008, PlanSource Holdings, Inc. operates as a subsidiary of CoAdvantage, Inc.
Top Stages
4 past transactions
Next Generation Enrollment
Acquisition in 2017
Next Generation Enrollment, Inc. is a benefits administration services provider established in 2004 and headquartered in Ada, Michigan. The company specializes in automating employee benefits administration through a comprehensive suite of services, including total benefits outsourcing, call center operations, Affordable Care Act (ACA) compliance, billing reconciliation, and employee communications. Additionally, it conducts dependent eligibility audits and manages COBRA and consumer-driven health care accounts. By catering to small, medium, and large employer groups, Next Generation Enrollment enables organizations to efficiently maintain and manage their employee benefits, simplifying complex processes and ensuring compliance with regulatory requirements. As of January 2017, it operates as a subsidiary of PlanSource Benefits Administration, Inc.
ClearBenefits
Acquisition in 2015
ClearBenefits, Inc. operates as an employee benefits software and services company. It offers end-to-end employee benefits automation and administration solutions, including CBesst, an employee self-service interface that provides access from Web-browser, automated benefits enrollment, and directory search; ClearAdmin, an interface to employers for eligibility processing, open enrollment tracking, and consolidated billing; ClearManage, a client relationship management and process automation system for employee benefits brokers; and ClearConnect, an external interface that connects ClearBenefits with third party vendors, such as insurance carriers, payroll vendors, TPA's, and human resource information systems. The company also provides integrated COBRA and flexible spending account administration services. ClearBenefits, Inc. was founded in 1999 and is based in Santa Clara, California.
BENU
Acquisition in 2015
BENU, Inc. is an innovator in software technology for payroll, benefits and human resources. The company's newest platform, syncHR, reinvents the management of HR, benefits and payroll with its single application and single database. SyncHR's event-driven software provides real-time transactions, reduces administrative effort, increases data quality, and provides a seamless user experience.
Instant Benefit Network
Acquisition in 2008
Instant Benefit Network is a provider of web-based products and services tailored for brokers serving small and medium-sized businesses. The company specializes in online employee benefit brokerage services, facilitating the buying, selling, and administration of employee benefit programs. Its platform empowers clients and their employees by allowing them to access their benefits online, thereby enhancing the overall value of broker services and strengthening client relationships.
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